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Direct Deposit Click&Switch
The Simple Way to Switch Your Account
Click&Switch is an automated account switching option that makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from your previous financial institution account to your new or existing Credit Union West account.
How Click&Switch Works
Step 1
Simply follow the steps on your activation form provided at account opening or click on Click&Switch in Mobile or Online Banking.
Step 2
Select the direct deposits or automatic payments and provide the information you’d like to switch to your Credit Union West account.
Step 3
In just a few minutes, the account switch process is initiated and complete. You can even initiate the closure of your old account.
What Can I Switch with Click&Switch?
Automatic Payments:
- Mortgage or Rent Payment
- Electric
- Gas
- Water
- Telephone
Automatic Payments:
- Automobile Loan or Lease
- Automobile Insurance
- Life/Health Insurance
- Department Store Cards
Direct Deposits:
- Employee Payroll
- Investment Income
- Retirement Income
- Pension Income
Ready to get started?
Login to Mobile and Online Banking by clicking the button below.
For Your
Convenience
transfer direct deposits
Switching your direct deposit is a breeze with our instant account setup and direct deposit transfer.
Real-time Notifications
See real-time switch status updates in Mobile and Online Banking or on the Click&Switch portal website.
Nofity auto-debit payees
Notify auto-debit payees of new account information and digitally update your billing information.
Close Prior Accounts
Our vast network of financial institutions lets you quickly close your old accounts, all in one place.
Get Instant Answers
Click&Switch removes the hassle of contacting all of your existing billers and depositors when you create a new checking or savings account with Credit Union West. To move these automatic payments, access Click&Switch in Mobile and Online Baking to start a 'Switch.' Input your payment and direct deposit information into our secure system and we’ll do the rest.
To monitor the progress of your switch, view the “Status” column on your Click&Switch Dashboard in Mobile and Online Banking.
Getting started with Click&Switch is easy! You’ll need your activation or SwitchTRACK code provided to you during account opening. Follow the instructions on your Welcome email or Welcome letter to get started.
You can also access Click&Switch in Mobile and Online Banking by selecting Click&Switch in the 'Transfer & Pay' menu.
You’ll need to gather all of your automated payments and direct deposit information to get your switches started. A previous statement is a great source for information for automated payments and direct deposits tied to an account.
Timing for each switch can vary depending on the type of payment or deposit, the biller or depositor and the method needed to switch the payment or deposit.
Once a Switch request is received from us, automatic payment and direct deposit typically take 5-15 business days to show up in your new account. Since the timeframe depends on the company receiving our request, it’s always a good idea to review your Switch status page and to continue monitoring your accounts for the most current information.
If you need assistance, please contact us at 800.621.0287.
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